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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $400,365 | $157,296+154.5% | $141,191+183.6% | $152,897+161.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.66% | 64.34%-43.7pp | 71.41%-50.8pp | 345.43%-324.8pp |
| Employer contribution / active EE | $13,221 | $5,262+151.2% | $4,736+179.2% | $4,764+177.6% |
| Participant deferral / active EE | $11,611 | $7,111+63.3% | $6,710+73.0% | $5,851+98.4% |
| Admin fee / account holder | $11,766 | $12,125-3.0% | $10,264+14.6% | $11,599+1.4% |